A complete list of active advisors currently associated with Elite Asset Management, LLC

Warmer can help you find a great advisor at Elite Asset Management, LLC or one who fits your needs even better.

Elite Asset Management is a state-registered, independent adviser that serves individual clients, providing portfolio management on both discretionary and non‑discretionary bases and including financial planning as part of its advisory services. The firm manages approximately $4.5 million across about two dozen client accounts and does not impose a minimum account size. Investment advice is delivered through model portfolios categorized as Strategic (long‑term, passive allocation with periodic rebalancing) and Tactical (active adjustments that may produce more concentrated positions), and the firm uses fundamental and technical analysis alongside Modern Portfolio Theory. Financial planning is included in the asset-based fee but is provided as analysis and discussion rather than a standalone written plan, and planning‑only engagements are not accepted. Distinctive features disclosed in the brochure include an affiliated tax and accounting practice under common ownership, with the tax business occupying the majority of the principal’s professional time and a reduced management fee available to clients who also engage the tax practice — a relationship the firm discloses as a conflict of interest. The firm also notes that, despite a prior filing on a wrap‑fee appendix, it does not sponsor or participate in wrap‑fee programs and clients pay transaction and custodial charges separately; it delivers an itemized advisory fee statement for each account and billing period.

To learn more about the advisors currently working at Elite Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.